Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,773 | $167,352-86.4% | $143,788-84.2% | $134,509-83.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.90% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.0pp |
| Employer contribution / active EE | $2,178 | $5,620-61.2% | $4,952-56.0% | $4,741-54.1% |
| Participant deferral / active EE | $4,262 | $6,447-33.9% | $5,638-24.4% | $6,400-33.4% |
| Admin fee / account holder | $790 | $18,091-95.6% | $14,675-94.6% | $11,427-93.1% |